Forbes America's Top 100 Wealth Management Teams - High Net Worth

The Wise Investor Group has been named to the 2025 edition of the Forbes list of America's Top 100 Wealth Management Teams High Net Worth. The list recognizes top advisor teams across the United States. This year’s Top Wealth Management Teams list spotlights advisors across the country who were nominated by their firms – and then researched and interviewed within their respective states.

This recognition is another huge honor for us. Out of 12,001 team nominations, 100 advisor teams received the award. When you consider the thousands of financial advisory and private wealth management teams across the country, being named among the top 100 is truly something special. We view this not as a personal accolade, but as a reflection of the trust you place in us and the relationships we’ve built together.

Our commitment remains the same: to serve you with integrity, care, and thoughtful guidance. We are deeply grateful for your confidence in us - it is your partnership that makes achievements like this possible.

2025 Forbes America’s Top 100 Wealth Management Teams High Net Worth

The 2025 Forbes ranking of America’s Top 100 Wealth Management Teams High Net Worth, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 11/12/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 12,001 team nominations, 100 advisor teams received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for obtaining this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please see https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth/ for more info.